Salesforce and Stripe integration + automation

Salesforce and Stripe integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Stripe connectors, which can connect to any service without the need for separate integration tools.

Popular Salesforce and Stripe integrations

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Uses

Finance and Accounting

Category

Finance and Accounting

Connector type

Tray Connector

Triggers

List events DDL, WebhookShow all

Operations

Get upcoming invoice, List subscription schedules, List subscriptions, List subscriptions DDL, List tax IDs by customer, Pay invoice, Raw HTTP request (advanced), Create charge, Get card, Get chargeShow all

See documentation >
sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
With the Tray platform you can connect any web service

Next-level Salesforce + Stripe integrations

Turn closed-won deals into revenue with faster payment processing using custom Salesforce + Stripe integrations. The low-code Tray Platform’s 100% visual builder empowers business users to connect their CRM, payment processing platform, and any other data source—without needing additional IT support.

Our platform’s intuitive interface lets anyone stand up powerful integrations between any tool in your revenue stack. All you need to do is drag-and-drop to connect any data source, including flat files such as CSVs, and any other cloud-based service, even using data within custom fields. Now, you can seamlessly flow your customer, invoice, and financial data wherever you need.

That’s not all—make your payment processes hyper-efficient with custom Salesforce + Stripe automation. With multi-step automation, you can not only expedite online payments, but you can also improve your customer experience and lift retention revenue. Now, you can minimize manual work and take total control of your payment data. With the Tray Platform, speed up transactions, boost profits, and do more, faster.

tray-control-automation

Automate Salesforce + Stripe, fast

On top of Salesforce + Stripe connectors, you’ll also need dynamic, multi-step automation to streamline your payment processes. The Tray Platform bi-directionally syncs tools at the API level, so your multi-step workflows can set off an infinite variety of operations, reacting to any custom trigger. With custom Salesforce + Stripe automation, boost productivity and scale mission-critical revenue processes.

We make it easy to combine Salesforce, Stripe, and any of your favorite tools, including your e-commerce platform, ERP, marketing automation platform, internal chat tool, and more. Now, you can automatically add new Stripe transactions into Salesforce in real-time. You can create and update recurring payments over a defined period. Or, you can manage subscriptions and automatically send billing reminders to customers.

Business users in e-commerce, sales, sales operations, revenue operations, finance, revenue, and other teams across the organization love using our platform to deploy Salesforce + Stripe automation. Design custom workflows that meet any use case with our library of pre-built connectors, data helpers, and custom logic operators.

Tray Embedded enables teams to scale and increase retention

Scale your payment and CRM processes

The low-code Tray Platform makes it easy for business users to start building workflows right away. Power users also depend on our platform to process heavy-duty data projects that handle massive amounts of data every day. Also, our platform’s elastic serverless architecture will scale with your changing data priorities.

Take your payment processes to the next level with advanced Salesforce + Stripe automation. Need to streamline checkout on your e-commerce store by automatically syncing data for customer context, product details, credit cards, and more? Need to track customers with upcoming payments and send hyper-personalized reminders to reduce churn? The Tray Platform can automate any use case since we also connect popular tools including HubSpot, Mailchimp, NetSuite, Shopify, Magento, BigCommerce, WooCommerce, Jira, Square, Zendesk, WordPress, Marketo, QuickBooks, Xero, Outreach, Pipedrive, and many others.

The Tray Platform provides enterprise-grade security that IT experts trust. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.

Popular Customer Relationship Management (CRM) and Finance and Accounting Connectors

Make anything happen See Tray.io in action

Enterprises and rapidly growing firms trust the Tray Platform

Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

  • AdRoll
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  • Udemy
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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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